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Will issues

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karrob

Junior Member
What is the name of your state?What is the name of your state? Arizona My Aunt had alzhiemers. I had been on her checking account since about 1994, I also had Durable Power of Attorney. In June of 2001, when it was time to move her out of her house there was never any discussion about where she was going because I was so close to her (even though she had five other nieces and nephews - she never had children of her own). She lived with me for about two and a half years. I sold her house in 2003. I had to put her in a nursing care facillity in February of 2004 after she fell and broke her hip. She was there until she ran out of money in March 2005 I applied for,and received,ALTCS, Arizona long term care, through AHCCCS, Arizona Medical Assistance Cost Containment System. She died in June of 2005. I used the funds from the sale of her house to give her the best care in her final four years. In those 4 years my cousins took her for one weekend and saw her one time for about 15 minuets(the only live 2 hours away) My Aunts Will states that the procedes of her house would be split half to me the other half devided among the other five, however there is nothing left. I did gift some of the money, under the guild lines of the law, but not to myself or my cousins. My cousins are now demanding an account of all money spent from the sale of her house. What are my rights and do I have to give them an accounting for all of the money? By the way, in March I told them she was out of money and I was applying for ALTCS, they were fine with it until after her death and they found out they were in her will. They also were fine with not helping me for four years. Is anyone a heir before someone dies? Her will also appoints me as executor. If I do have to give an accounting, how long do I have?
 


BelizeBreeze

Senior Member
karrob said:
What is the name of your state?What is the name of your state? Arizona My Aunt had alzhiemers. I had been on her checking account since about 1994, I also had Durable Power of Attorney. In June of 2001, when it was time to move her out of her house there was never any discussion about where she was going because I was so close to her (even though she had five other nieces and nephews - she never had children of her own). She lived with me for about two and a half years. I sold her house in 2003. I had to put her in a nursing care facillity in February of 2004 after she fell and broke her hip. She was there until she ran out of money in March 2005 I applied for,and received,ALTCS, Arizona long term care, through AHCCCS, Arizona Medical Assistance Cost Containment System. She died in June of 2005. I used the funds from the sale of her house to give her the best care in her final four years. In those 4 years my cousins took her for one weekend and saw her one time for about 15 minuets(the only live 2 hours away) My Aunts Will states that the procedes of her house would be split half to me the other half devided among the other five, however there is nothing left. I did gift some of the money, under the guild lines of the law, but not to myself or my cousins. My cousins are now demanding an account of all money spent from the sale of her house. What are my rights and do I have to give them an accounting for all of the money? By the way, in March I told them she was out of money and I was applying for ALTCS, they were fine with it until after her death and they found out they were in her will. They also were fine with not helping me for four years. Is anyone a heir before someone dies? Her will also appoints me as executor. If I do have to give an accounting, how long do I have?
Have you even filed probate yet? If not, then do so or at a minimum, contact a probate attorney. You shouldn't have much of a problem here if you can show the monies expended for her care.
 

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